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THE IMPROVEMENT ASSOCIATION — THE IMPROVEMENT ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260105122000NAL0002094675001
THE IMPROVEMENT ASSOCIATION
Form 5500-SF
FILING_RECEIVED
THE IMPROVEMENT ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
37
Accounts w/ balance
54
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE IMPROVEMENT ASSOCIATION
.
Find decision makers
Plan sponsor
Name
THE IMPROVEMENT ASSOCIATION
EIN
54-1117976
Address
1750 E. ATLANTIC STREET · EMPORIA, VA · 23847
Phone
(434) 634-4760
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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